See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,774 | $60,892-72.5% | $82,389-79.6% | $84,808-80.2% |
| Participation rate | 37.5% | 63.3%-25.8pp | 69.5%-32.0pp | 68.3%-30.8pp |
| Annual return | 17.37% | 37.29%-19.9pp | 28.67%-11.3pp | 40.90%-23.5pp |
| Employer contribution / active EE | $513 | $1,779-71.2% | $2,517-79.6% | $2,631-80.5% |
| Participant deferral / active EE | $783 | $3,179-75.4% | $4,155-81.1% | $4,212-81.4% |
| Admin fee / account holder | $367 | $5,467-93.3% | $7,231-94.9% | $7,344-95.0% |